U.K. Document Vault
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In one line: As good as it will get for retailers this year.... More by Tombs Samuel
The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the operational considerations" regarding negative rates.... More by Tombs Samuel
In one line: The door remains open to a QE extension in Q4, despite recent data strength.... More by Tombs Samuel
CPI inflation fell to 0.2% in August, from 1.0% in July, but exceeded our forecast and the consensus, both zero.... More by Tombs Samuel
In one line: Falling employment and rising mortgage rates spell falling prices soon.... More by Tombs Samuel
In one line: The headline rate will remain sub-1% in the remainder of this year.... More by Tombs Samuel
The latest official data continue to understate the collapse in labour demand since Covid-19.... More by Tombs Samuel
In one line: Sampling issues have disfigured the LFS data; a sharp downturn remains in motion.... More by Tombs Samuel
August's consumer prices report, due on Wednesday, is harder to forecast than usual, given high uncertainty regarding the impact of the cut in VAT for the hospitality sector, as well as the consequences of the ONS' decision to resume collecting data from physical stores.... More by Tombs Samuel
GDP data for July, released on Friday, showed that the economic recovery following the Covid-19 lockdown still does not look V-shaped, even though virtually all restrictions on economic activity had been lifted.... More by Tombs Samuel
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